Filed January 2, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,170 | $98,750+61.2% | $149,696+6.3% | $79,858+99.3% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 15.50% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,966 | $3,216-7.8% | $4,644-36.1% | $2,471+20.0% |
| Participant deferral / active EE | $10,555 | $5,680+85.8% | $6,842+54.3% | $3,740+182.2% |
| Admin fee / account holder | $7,475 | $6,053+23.5% | $9,309-19.7% | $5,306+40.9% |